Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIUEX (SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND) | 5.77% | 17.31% | 15.98% | 8.47% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIUEX (SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND) | 07/09/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 17.31 | 15.98 | 8.47 | NA | NA | NA | … | … | 5.77 | 34.22 | 2.28 | 18.98 | -13.67 | 14.00 | 5.75 | 18.90 | -17.00 |
| Sharpe Ratio | NA | 1.23 | 0.87 | 0.39 | NA | NA | NA | … | … | 0.99 | 1.94 | -0.10 | 1.08 | -0.62 | 1.14 | 0.17 | 1.65 | -2.26 |
| Standard Deviation(%) | NA | 15.70 | 15.40 | 17.31 | NA | NA | NA | … | … | 20.23 | 16.24 | 13.50 | 14.28 | 24.52 | 12.27 | 32.19 | 10.56 | 14.89 |
| Draw Down(%) | NA | 11.89 | 13.99 | 30.15 | NA | NA | NA | … | … | 11.89 | 13.99 | 11.41 | 12.42 | 29.97 | 6.86 | 37.04 | 7.27 | 19.78 |
| Yield(%) | 0.00 | 3.40 | 3.54 | 2.93 | 2.09 | 1.39 | 1.05 | … | … | 0.00 | 4.12 | 3.26 | 3.29 | 2.62 | 2.69 | 1.65 | 3.33 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIUEX (SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND) |
-3.00%
Sep 2019 – Sep 2022 |
1.94%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIUEX (SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND) |
23.17%
Sep 2022 – Sep 2025 |
13.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart